Wealth 360 - New Enhancements!

April 20, 2018

We’re excited to announce we are planning to release an update to the mobile version of Wealth 360 on May 15th!


The current Wealth 360 mobile experience provides a high-level view of your finances, vault, and contacts. To access additional features you're required to select to “go to desktop site". With the new mobile experience, you'll not only receive a visual update, you'll also have seamless access to previously gated features like the Organizer, Goals and Reports.  Providing you with a consistent and unified experience mobile experience across devices. It's important to note that your connections, Vault documents, and data will remain untouched.




Your Wealth 360 personal financial website. Wealth-360 gives you 24/7 access to your complete financial picture.  If you haven't enrolled for Wealth 360 contact our office today and we'll get you started.



Here you'll see a holistic picture of your financial health at a glance. The tiles on this page offer a snapshot into each section of the site, which you can drill down into for more information.



Consolidate all your important financial information in one place. Start by connecting your financial institutions in the "Accounts" section of the Organizer in order to get an updated view into your accounts and investments in real-time. Next, add in your goals and financial priorities and personalize your site by adding photos and important milestones.



Easily add goals, track your progress toward funding those goals, and visualize how your goals impact your long-term financial outlook.



Access the Spending tab to see where your money is going each month, establish a budget to manage your expenses, and make adjustments based on actual spending, saving and investment data.



Monitor your investment performance and asset allocation. Make sure to first connect all your investment accounts so you can get an accurate picture of your finances.



Upload your important documents for safe keeping and easy access when you need them. Protected by the highest level of en


cryption in the industry, private folders provide a secure location to store sensitive files, while shared folders enable you to easily share and access important documents for review.


Video Introduction to Wealth 360


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